US stock futures are slightly higher this morning, with E-mini S&P 500 contracts up about 0.1%, as investors weigh cooler bond yields against mixed signals on growth and inflation. US Treasury yields have edged lower after progress in US–Iran talks, which matters because cheaper government borrowing can ease pressure on mortgage rates and business loans. At the same time, the S&P Global US Manufacturing PMI at 55.7 and the Composite PMI at 52.2 show factory and private sector activity expanding, even as employment and cost data point to rising input prices. The key question now is whether this mix of firmer growth and stubborn costs pushes the Federal Reserve toward a rate hike that could challenge rate sensitive sectors such as real estate and smaller US Market stocks, while keeping consumer focused and industrial companies in the spotlight.
IQVIA Holdings Inc
Natera Inc
MicroStrategy Incorporated
Rocket Companies Inc
Darden Restaurants Inc
Rocket Lab USA Inc.
Synnex Corporation